Sensible Market Commentary
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BM Talks: Rob Ford, Professor of Politics, Speaks
39:45
39:45
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39:45
Rob Ford, Professor of Politics at Manchester University and co-author of Brexitland, talks to us about: - What will happen in the 3 by-elections - What this means for the UK General Election - The new division between voters - Why Nigel Farage isn't done yet - The outlook for UK politicsPar BlondeMoney
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BM Talks: Kweku Adoboli speaks - from Summer 2018
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30:16
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30:16
This is an episode from our archives. We spoke to Kweku Adoboli, the former UBS trader who went to prison for rogue trading that was uncovered in 2011. In the summer of 2018, having served his time, he spoke to us about the mechanics of marketing making and prop trading in ETFs and other Delta One products. He explained how he used proxies for vola…
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BM Talks: Hugh Hendry Speaks
42:53
42:53
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42:53
We asked Hugh: What assets does he want to own this year ? What does he think about inflation? What was his favourite trading day? Which policymaker is getting it right? He shares how he was once under attack by Robert Mugabe as well as waxing biblical from his Caribbean island.Par BlondeMoney
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BM Talks: Rana Mitter, Professor of History of China, Speaks
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41:18
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41:18
We asked: Will China invade Taiwan? Can China meet its growth target? What does China think of Liz Truss? What is Xi Jinping's ideology? What are China's demographic challenges? And finally... what is the best programme on Chinese TV?Par BlondeMoney
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BM Talks: David Smith, The Sunday Times Economics Editor, Speaks
54:42
54:42
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54:42
We asked: Will there be a UK recession this year? Will Working From Home solve the Productivity Puzzle? Is Rishi Sunak doing a good job? Who is his favourite UK Chancellor? How has business journalism changed? And of course... what's his favourite joke?Par BlondeMoney
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John Reade of the World Gold Council on Gold
31:53
31:53
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31:53
We asked: Is Gold still an inflation hedge? When is Gold a safe haven? How does Gold fit into a portfolio? How does Gold compare to Crypto? How liquid is the Gold market Have central bank holdings of Gold changed?Par BlondeMoney
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Sir Christopher Meyer on Geopolitics
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41:35
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41:35
Former British Ambassador to the United States, Sir Christopher Meyer talks to us about the upcoming US elections, the role of China, the UK under Boris Johnson and the future of the European Union. He explains the greatest challenges he faced in his term as Ambassador, including the 9/11 terror attacks, as well as the greatest leaders he ever met.…
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Panagiotis Vlachopoulos on inflation and the global economy
31:48
31:48
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31:48
We asked: What happens to inflation? Can central banks hold their nerve? What does the post-pandemic economy look like? Do investors still need bonds in their portfolio? Where are the opportunities in Emerging Markets? What is the future of the EU?Par BlondeMoney
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ASI's Richard Dunbar on Asset Management
42:12
42:12
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42:12
We asked: What does the future of asset management look like? Where do ETFs fit in? Can blockchain revolutionise the industry? How has the virtual world worked during the pandemic? In the search for yield, where do the opportunities lie? What advice can you give someone starting out in the industry? What are the prospects for the Union of the Unite…
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The Economist's Philip Coggan on what 10,000 years of economics teaches us
34:14
34:14
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34:14
We asked: What can we learn from the response to the Spanish Flu? Are we going back to the inflation of the 1970s? How does the Technological Revolution compare to the Industrial Revolution? Are central banks and governments pursuing MMT? What happened to the Bond Vigilantes? Philip Coggan writes the Bartleby column in the Economist. He started a l…
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Sir John Key on New Zealand, China and the pandemic
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47:14
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47:14
Helen asked about China, NZ approach to them, how aggressive will China be and can it drive a wedge between NZ and Australia? NZ has always had a good relationship with China, the Five Eyes has morphed into making political statements not intelligence ones. NZ is in ANZUS, ok it’ somewhat on ice as far as NZ goes but when John was PM he sent their …
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Rob O'Rahilly on banking, fund management, balance sheets and beyond
34:15
34:15
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34:15
We asked: How has QE evolved since the financial crisis? What are we to make of increased borrowing by governments? What is the major source of systemic risk today? What is causing wobbles in the bond market? How far can we make a comparison between 2020 and 2008? What will happen to the US Dollar? What is the outlook for stocks, bonds and alternat…
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David Hoey and Mick Fealty on the Ireland/Northern Ireland Protocol
44:58
44:58
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44:58
We asked: What is the Ireland/Northern Ireland Protocol? What happened over Article 16 and why? What are the immediate implications for NI businesses? How much friction is there between EU vs UK, UK vs ROI etc? Will we see a United Ireland and Independent Scotland in 10 years? Will we return to violence? Our speakers are from either side of the deb…
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Nancy Davis on trading inflation and volatility
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32:26
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32:26
We asked: What is going to happen to inflation, interest rates and volatility? What will the Fed do? What measure of inflation is the best one to follow? What is the risk from investing in mortgage securities? What part does convexity play in interest rate markets? How did you trade last March? Where is there now value in the markets?…
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Mohamed El-Erian on the Different Normal
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35:21
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35:21
We asked: What does the post pandemic world look like? What sectors will struggle and which will not Was the massive intervention of March 2020 a massive bail out? What advice would you give the Fed? What will happen to Europe with leadership changes? Britain after Brexit? What will Biden achieve?Par BlondeMoney
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We asked: Are stockmarkets bubbly? What next in UK politics after Brexit? What sectors will outperform and which will struggle? How has technology changed the markets? How will The City adapt to the new normal?Par BlondeMoney
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Nicola Horlick speaks about fund management, tokenisation and more
31:37
31:37
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31:37
We asked: What are the challenges facing the fund management industry? Is ESG a bubble or is it here to stay? What does Brexit mean for the City? Has the government done enough to save small businesses? How do music rights work as an alternative asset? What advice would she give investors? For a full breakdown of the half hour podcast, see below: 0…
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Ambassador Curtis Mahoney on the new US regime
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40:05
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40:05
We asked CJ Mahoney, the former Deputy United States Trade Representative under Robert Lighthizer in the Trump Administration: Will China tariffs be renegotiated? Will the UK or EU get a trade deal with US? What will Biden’s flagship policy be, given a 50-50 Senate? What was the Trump administration’s greatest achievement? What happens to the Repub…
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Sir Paul Tucker on what central banks should do now
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49:00
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49:00
In this episode of BM Talks we are joined by Sir Paul Tucker who reveals: Why central banks are struggling to communicate their actions What QE is doing needs to be examined How QE works must be better explained Debt needs to be termed out How Shadow Banks remain a significant risk to the market How fiscal policy can coordinate but not dominate mon…
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